⚲
|
Wellspring Capital Advisors LLC
✚
|
|
---|---|
CRD # | 132698 |
SEC # | 801-63569 |
CIK # | |
AUM | $3.7 BB (2024-03-28) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 312-346-6822 |
Address | 2140 N Seminary Ave Chicago, IL 60614-4114 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 14 | 3.7 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 14 | 3.7 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 14 | 3.7 |
Total | 14 | 3.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.7 | |
Total | 14 | 3.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Trust Advisors Inc
✚
|
TX | 5.5 |
Brock Fiduciary Services LLC
✚
|
NY | 5.4 |
Cinven Inc
✚
|
NY | 4.4 |
Key Group Holdings USA Inc
✚
|
TX | 4.3 |
SRB Corporation
✚
|
MA | 3.9 |
Intermede Global Partners Inc
✚
|
CA | 3.2 |
Advisor Logistics LLC
✚
|
TX | 3.2 |
Northcrest Asset Management LLC
✚
|
MN | 3.2 |
Adams Diversified Equity Fund Inc
✚
|
MD | 2.6 |
Infrabridge Investors US Limited
✚
|
FL | 1.8 |